The Plexus Financial Services, LLC team helps your organization find the perfect retirement solution.

Plexus Financial Services, LLC provides independent advice for retirement plans. We assist employers with their fiduciary obligations and help plan participants pursue their financial goals.

Plexus Financial Services, LLC can customize the following plans according to your objectives:

  • 401(k) Plans

  • 403(b) Plans

  • 457 Plans

  • Defined Benefit Plans

  • Profit Sharing Plans

  • Non-Qualified Plans

In addition to the various plans offered, Plexus Financial Services, LLC offers a variety of Retirement Services to assist in the administration of the retirement plan you choose, including:

  • 3(21) Investment Fiduciary Services

  • Fiduciary Training and Education

  • Consulting on Fund Menu Design

  • Legislative Updates

  • Investment Monitoring/Committee Meetings

  • Fund Replacements

  • Provider Search and Selection

  • Annual Fee Benchmarking

  • Plan Design and Compliance Consultation

  • Transition Management

  • Employee Education and Financial Wellness Campaigns

  • HSA Consulting/RFP Services

At Plexus Financial Services, LLC our differentiation is based on our focus on corporate retirement plan advisory services. We are an independent and objective firm, free of any proprietary constraints or conflicts of interest. We advocate for our plan sponsors and their participants, delivering best-in-class solutions for our client’s retirement planning needs and objectives.

For more information, please visit www.plexusfinancialservices.com.

PLEXUS FINANCIAL SERVICES, LLC

General Communications Disclosure

Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. These materials are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and as a result, personal diligence should be completed before relying or acting upon the information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.

This communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Colorado, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.

You may request receipt of PFS’s Form ADV, Privacy Policy Statement, Code of Ethical Behavior, and/or Conflict of interest Policy at any time by written request to info@plexusfs.com. For additional details or questions regarding this or any information provided by or related to PFS please visit our website at www.plexusfinancialservices.com located at 21805 Field Parkway, Suite 320, Deer Park, Illinois 60010. To contact us by phone please call (847) 307-6222.

PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com, and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.